
Client Success Manager
2 weeks ago
We are seeking a skilled professional to provide excellent customer service and relationship management support.
- Main Responsibilities:
- Deliver high-quality client services with guidance from senior teams.
- Manage and execute client transactions with respect to business and individual banking, credit, and investment products.
- Take ownership of client investigations and collaborate with operational and middle office teams.
- Coordinate account maintenance for all products and reporting on key performance indicators.
- Enforce industry standards and procedures to ensure operational excellence.
- Proactively arrange and participate in client visits and perform quality check-in calls to clients.
- Obtain appointments to build upon existing or establish new relationships.
- Identify and document new business opportunities for referral to colleagues or specialists.
- Perform responsibilities through proficient use of advanced applications.
- Assess risk when making business decisions.
Required Skills:
- 1-3 years relevant experience
- A mature personality with a high level of initiative and drive
- A strong team player with good relationship management skills
- Excellent communication and interpersonal skills
Education:
A bachelor's degree or equivalent experience
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